RAFI Strategies

RAFI strategies aim to generate excess returns versus the market benchmark through a systematic, contrarian rebalancing approach.

AT A GLANCE

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Approximately USD 166 billion track RAFI strategies
(as of 03/31/2021)

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More than 200 ETFs, mutual funds, commingled funds, and managed accounts offer Research Affiliates methodologies

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RAFI indices are trusted globally as the foundation of smart beta strategies

Delivering on the promise of smart beta

RAFI strategies aim to generate excess returns versus the market benchmark through a systematic, contrarian rebalancing approach. RAFI strategies are designed to be transparent, broadly diversified, high capacity, and low cost.

Before "smart beta" there was RAFI

In 2005, long before smart beta gained wide recognition, Research Affiliates introduced the RAFI Fundamental Index. As an established leader in smart beta with a 10-year track record, the Research Affiliates methodologies and RAFI indices are trusted globally as the underlying foundation for many smart beta strategies.

RAFI Strategies

RAFI
Multi-Factor

RAFI Multi-Factor

A smart beta equity strategy that offers diversified factor exposures through allocations to value, low volatility, quality, momentum, and size.

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RAFI Multi-Factor Climate Transition

RAFI Multi-Factor Climate Transition

Strategies that offer diversified factor exposures and integrate objectives related to greenhouse gas emissions reductions.

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RAFI
Fundamental Index

RAFI Fundamental Index

A non-price-weighted index strategy that aims to deliver excess return versus the cap-weighted benchmark by using fundamental measures of company size to systematically rebalance against the market’s constantly shifting expectations.

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RAFI
ESG

RAFI ESG

Strategies that combine the pioneering Fundamental Index approach with thoughtfully designed environmental, social, and governance investment themes.

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RAFI
Bonds

RAFI Bonds

A strategy that weights a company’s debt according to fundamental measures of the firm’s debt service capacity—book value of assets, gross sales, gross dividends, and cash flow—rather than the amount of debt outstanding. The result is an index with lower credit risk, lower volatility, and better risk-adjusted returns.

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RAFI
Low Volatility

RAFI Low Volatility

A strategy that efficiently efficiently reduces equity risk, while maintaining attractive valuations and broadly diversified market exposures.

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